Pwm Private Wealth Advisor

U.S. Bank

Charlotte, NC, United States
Base: $155,000.00 - $190,000.00; bonus/equity: not...
Hybrid
High and ultra high net worth clients
Strong relationship management skills
Business development experience
U.S. Bank Private Wealth Management helps clients identify and achieve their financial objectives

Job Summary

  • U.S. Bank Private Wealth Management helps clients identify and achieve their financial objectives.
  • The Private Wealth Advisor is responsible for identifying, closing, and deepening client relationships.
  • The role offers a hybrid/flexible schedule with a comprehensive benefits package.

Matching Summary

U.S. Bank Private Wealth Management helps clients identify and achieve their financial objectives.

Salary

Base: $155,000.00 - $190,000.00; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • High and Ultra High Net Worth clients
  • Strong relationship management skills
  • Business development experience

Nice-to-have

  • Holistic client relationship management
  • Passion for problem-solving
  • Ability to simplify complex concepts

Key Requirements

  • Bachelor's degree or equivalent experience
  • Eight or more years of relevant experience
  • NMLS registration required

Work Rights

Not specified

Tailored Resume

Cover Letter